Kaufman Rossin Wealth LLC Takes Position in Amphenol Corporation $APH

Kaufman Rossin Wealth LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,728 shares of the electronics maker’s stock, valued at approximately $310,000.

Several other large investors have also modified their holdings of the business. Bank of America Corp DE increased its position in shares of Amphenol by 294.0% during the 4th quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker’s stock worth $1,733,027,000 after purchasing an additional 18,619,417 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Amphenol by 36.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 58,911,813 shares of the electronics maker’s stock valued at $4,091,426,000 after buying an additional 15,837,407 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its stake in Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock worth $1,098,190,000 after buying an additional 11,092,282 shares during the period. Nuveen LLC purchased a new stake in shares of Amphenol in the 1st quarter valued at approximately $476,842,000. Finally, Wellington Management Group LLP lifted its holdings in shares of Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after acquiring an additional 5,154,860 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on APH shares. TD Securities lifted their target price on shares of Amphenol from $63.00 to $70.00 and gave the company a “hold” rating in a report on Thursday, May 1st. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research note on Friday, July 11th. Bank of America increased their target price on Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 5th. US Capital Advisors set a $85.00 target price on Amphenol in a research report on Thursday, April 24th. Finally, Fox Advisors raised shares of Amphenol from an “equal weight” rating to an “overweight” rating and set a $85.00 price objective for the company in a research note on Thursday, April 24th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $105.62.

Amphenol Stock Down 1.2%

APH stock opened at $108.6130 on Thursday. The company’s 50 day moving average price is $101.92 and its 200 day moving average price is $83.01. The firm has a market capitalization of $132.61 billion, a price-to-earnings ratio of 43.27, a PEG ratio of 1.77 and a beta of 1.13. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $112.35. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company’s revenue was up 56.5% on a year-over-year basis. During the same period last year, the business earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol’s dividend payout ratio is currently 26.29%.

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction on Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the transaction, the vice president owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. The trade was a 56.69% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 912,000 shares of company stock valued at $88,763,320 in the last quarter. Company insiders own 1.67% of the company’s stock.

Amphenol Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.